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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$2.17億 | +US$892萬 | +4% | 3.38% | 114% | 86 | 26.74% | 1.1 |
|
| 5777 |
5777
Family CFO
Los Altos,
California
| US$2.17億 | +US$1752萬 | +9% | 16.3% | 89.6% | 90 | 62.22% | 3.1 |
|
| 5778 |
5778
Powers Capital
San Francisco,
California
| US$2.17億 | +US$1576萬 | +8% | 7.84% | – | 2 | 0% | 0.8 |
|
| 5779 |
5779
IMS Capital Management
Portland,
Oregon
| US$2.17億 | +US$274萬 | +1% | 8.79% | 119% | 157 | 10.19% | 5.3 |
|
| 5780 |
5780
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$2.17億 | +US$1859萬 | +9% | 7.74% | 65% | 35 | 5.71% | 3.4 |
|
| 5781 |
5781
C.V. Starr & Co
New York
| US$2.17億 | +US$2412萬 | +13% | 12.8% | – | 5 | 0% | 1.1 |
|
| 5782 |
5782
Nightview Capital
Austin,
Texas
| US$2.16億 | +US$3371萬 | +18% | 24.5% | 170% | 15 | 26.67% | 1.9 |
|
| 5783 |
5783
KM Capital Management
Austin,
Texas
| US$2.16億 | +US$1368萬 | +7% | 7.29% | 60.8% | 57 | 10.53% | 1.6 |
|
| 5784 |
5784
Twin Lakes Capital Management
Redwood Shores,
California
| US$2.16億 | +US$5182萬 | +32% | 11.8% | 131% | 222 | 0.45% | 3.3 |
|
| 5785 |
5785
D. Scott Neal
Lexington,
Kentucky
| US$2.16億 | +US$1559萬 | +8% | 9.52% | 105% | 59 | 8.47% | 4.3 |
|
| 5786 |
5786
Finley Financial
Las Vegas,
Nevada
| US$2.16億 | +US$1725萬 | +9% | 8.53% | – | 123 | 1.63% | 0.7 |
|
| 5787 |
5787
Fogel Capital Management
Stuart,
Florida
| US$2.16億 | +US$2857萬 | +15% | 14.8% | 122% | 56 | 7.14% | 1.1 |
|
| 5788 |
5788
Citrine Capital
San Francisco,
California
| US$2.16億 | +US$2765萬 | +15% | 7.27% | – | 47 | 14.89% | 0.6 |
|
| 5789 |
CCP
5789
Cunning Capital Partners
Morrisville,
North Carolina
| US$2.16億 | +US$2388萬 | +12% | 21.8% | 268% | 59 | 13.56% | 1.7 |
|
| 5790 |
TFG
5790
Team Financial Group
Temecula,
California
| US$2.16億 | +US$1236萬 | +6% | 5.17% | 46% | 261 | 5.36% | 0.5 |
|
| 5791 |
5791
May Barnhard Investments
Bethesda,
Maryland
| US$2.16億 | +US$153萬 | +0.7% | 7.09% | 65.4% | 92 | 10.87% | 1.5 |
|
| 5792 |
5792
Marshall & Sullivan
Seattle,
Washington
| US$2.16億 | +US$762萬 | +4% | 7.95% | 82% | 119 | 63.87% | 8 |
|
| 5793 |
5793
Keener Financial Planning
Keller,
Texas
| US$2.16億 | +US$1502萬 | +7% | 7.15% | 70.5% | 238 | 13.45% | 1.2 |
|
| 5794 |
5794
American Capital Advisory
Ketchum,
Idaho
| US$2.16億 | +US$1571萬 | +8% | 7.49% | 69% | 1,061 | 24.03% | 0.8 |
|
| 5795 |
5795
Lynx Capital Group
Beachwood,
Ohio
| US$2.16億 | +US$834萬 | +4% | 5.73% | 65.6% | 89 | 15.73% | 1.4 |
|
| 5796 |
5796
Valued Wealth Advisors
Holladay,
Utah
| US$2.16億 | +US$2381萬 | +12% | 6.99% | 62% | 638 | 4.7% | 1.5 |
|
| 5797 |
5797
Darrow Company
Needham,
Massachusetts
| US$2.15億 | +US$1796萬 | +9% | 4.94% | 44.5% | 53 | 1.89% | 2.3 |
|
| 5798 |
5798
Ayrshire Capital Management
Westport,
Connecticut
| US$2.15億 | +US$722萬 | +3% | 4.28% | 84.8% | 49 | 8.16% | 3.6 |
|
| 5799 |
SSA
5799
SSA Swiss Advisors
Zurich,
| US$2.15億 | +US$769萬 | +4% | 6.13% | – | 120 | 10% | 0.5 |
|
| 5800 |
5800
Aletheian Wealth Advisors
Bellevue,
Washington
| US$2.15億 | +US$1189萬 | +6% | 5.68% | – | 105 | 8.57% | 2.4 |
|